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Customer Database (CRM) Set Up
Help William & Lanaea C. Featherstone Foundation set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Customer Database (CRM) Set Up
Project details
What we need
- Setup of selected CRM system (e.g. Airtable, Salsa CRM, Salesforce, Raiser's Edge, Bloomerang, or Kindful) including a customized set of objects, single-record editing of data and field history tracking (up to 15)
- A customized set of views and reports to allow table-based editing and analysis of data (up to 15)
- Migration of Organization's current database to identified CRM system
- Training and guidelines on how to manage system and generate basic reports
- “Hand-off” documentation on the object schemas and any custom code
Additional details
We need support capturing the impact of our programs in a systemic and aggregated way. We are starting to migrate spreadsheets to Airtable, but the team lacks expertise. We have a Salesforce database that we would like to start using. Data is in multiple places, from Google Drive to Constant Contact.
What we have in place
- We currently have Airtable, which should make it easy for you to get started. We also have Salesforce, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to award more scholarships for students and help provide more jobs for underrepresented communities.
We need to be able to capture our impact for funders - and to use technology to help support or our organization's infrastructure. We see the database directly tied to our "fundraising" strategy and our ability to capture impact, through "monitoring and evaluation."
Project plan
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